Willingdon Wealth Management’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$2K | – | 399 |
|
|
2019
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 338 |
|
|
2019
Q1 | – | Sell |
-210
| Closed | -$18K | – | 362 |
|
|
2018
Q4 | $18K | Sell |
210
-11
| -5% | -$943 | 0.01% | 240 |
|
|
2018
Q3 | $22K | Buy |
221
+11
| +5% | +$1.1K | 0.01% | 256 |
|
|
2018
Q2 | $18K | Hold |
210
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $20K | Sell |
210
-48
| -19% | -$4.57K | 0.01% | 218 |
|
|
2017
Q4 | $23K | Buy |
258
+48
| +23% | +$4.28K | 0.01% | 192 |
|
|
2017
Q3 | $16K | Buy |
+210
| New | +$16K | 0.01% | 200 |
|